I would like to make changes to my espocrm.
First change add pictures to each lead line. Pictures will be url’s taken from the database for each lead.
I would like everyone to see the stream of all users. So everyone is aware of all modifications made by everyone.
By default the lead name is the name of the contact. Sadly we most of the time do not have the name of the client. We would like the title of the lead to be the title of the lead, and not the contact name. So we can select the lead in tasks and so on.
In the leads detailed view there is a activities form on the right, with a arrow. When we click on there there is 3 options right now. Compose email, Schedule Meeting, Schedule Call. I would like to remove these 3 options. And put 2 options. Print letter 1, Print letter 2.
Bellow that there is all, Meetings, Calls. Remove thos and just show the letters sent and on what date.
Print letter1: takes a template letter, now we use Microsoft word and bulk mail, with a excel table. Now we would like to print customized letters (take name, first name, address, etc from here) fill the letter and pull out a pdf document ready to print. Same button also adds a task 4 days later, With title = ‘leadtitle’ send 2 letter, with parent the lead so it is attached, and of course attached to the right crm user. Sets the lead status to 1st letter.
Print letter2: same thing as letter 1 but it is a different letter, and puts a different task title ‘leadtitle tap tap, and marks as done the task that was made with print letter1. Sets the lead status to 2nd letter.
Hello, I have many years of experience in PHP and Linux, I have no problems with reading/editing foreign code and I'm customer oriented, I think i know how to do what you need,